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Fortem Financial Group’s Bullfrog AI BFRG Stock Holding History

Fortem Financial Group’s Portfolio BFRG Stock Details BFRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84K Hold
50,000
– – 0.02% 171
2025
Q4 		$44.1K Hold
50,000
– – 0.01% 172
2025
Q3 		$70K Hold
50,000
– – 0.02% 166
2025
Q2 		$75.5K Hold
50,000
– – 0.02% 169
2025
Q1 		$82.5K Sell
50,000
-600
-1% -$1.39K 0.03% 182
2024
Q4 		$101K Sell
50,600
-800
-2% -$1.89K 0.04% 173
2024
Q3 		$148K Sell
51,400
-1,900
-4% -$4.79K 0.06% 172
2024
Q2 		$92.2K Hold
53,300
– – 0.04% 164
2024
Q1 		$171K Buy
+53,300
New +$225K 0.08% 161

Other funds holding BFRG

JSSH
J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Fortem Financial Group's BFRG Position: Q1 2026 in Review

Fortem Financial Group held its Bullfrog AI (BFRG) position steady in Q1 2026 at 50,000 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #171.

Fortem Financial Group first reported a position in BFRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $171K in Q1 2024. 19 funds tracked by Wall St. Rank hold BFRG as of Q1 2026.

  • Fortem Financial Group held 50,000 shares of Bullfrog AI worth $84K as of Q1 2026.
  • Fortem Financial Group left its Bullfrog AI share count unchanged in Q1 2026.
  • Bullfrog AI made up 0.02% of Fortem Financial Group's portfolio in Q1 2026, its #171 holding.
  • Fortem Financial Group first reported a position in Bullfrog AI in Q1 2024 and has held it in 9 quarters since.
  • Fortem Financial Group's Bullfrog AI position peaked at $171K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Bullfrog AI as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.